PWM
Prosperity Wealth Management Portfolio holdings
AUM
$295M
1-Year Est. Return
37.24%
1 Year Est. Return
+37.24%
AUM
$295M
AUM Growth
+$24.8M
(+9.2%)
Holding
290
Top Buys
| 1 | +$1.82M | |
| 2 | +$1.17M | |
| 3 | +$1.1M | |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$1.03M |
| 5 |
Direxion Daily Semiconductor Bear 3X Shares
SOXS
|
+$934K |
Top Sells
| 1 | +$3.07M | |
| 2 | +$2.6M | |
| 3 | +$2.34M | |
| 4 |
ProShares UltraPro S&P 500
UPRO
|
+$1.46M |
| 5 |
Schwab Long-Term US Treasury ETF
SCHQ
|
+$1.16M |
Sector Composition
| 1 | Technology | 19.17% |
| 2 | Consumer Discretionary | 5.69% |
| 3 | Financials | 4.43% |
| 4 | Communication Services | 3.59% |
| 5 | Industrials | 3.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Roblox
RBLX
$65.8B
| – | – |
-6,654
|
|
||
277
Rambus
RMBS
$10.1B
| – | – |
-5,245
|
|
||
278
Recursion Pharmaceuticals
RXRX
$2.27B
| – | – |
-36,500
|
|
||
|
279
Schwab Long-Term US Treasury ETF
SCHQ
$1B
| – | – |
-36,432
|
|
||
280
Sezzle
SEZL
$2.07B
| – | – |
-5,025
|
|
||
281
Sprouts Farmers Market
SFM
$8.36B
| – | – |
-4,492
|
|
||
282
SkyWater Technology
SKYT
$741M
| – | – |
-20,900
|
|
||
283
Spire Global
SPIR
$258M
| – | – |
-18,100
|
|
||
284
Target
TGT
$41.4B
| – | – |
-2,766
|
|
||
285
TSMC
TSM
$1.49T
| – | – |
-3,589
|
|
||
286
Upbound Group
UPBD
$1.05B
| – | – |
-8,300
|
|
||
|
CRSH
287
YieldMax Short TSLA Option Income Strategy ETF
CRSH
$21M
| – | – |
-93,483
|
|
||
|
EIPI
288
FT Energy Income Partners Enhanced Income ETF
EIPI
$965M
| – | – |
-15,383
|
|
||
|
FIAT
289
YieldMax Short COIN Option Income Strategy ETF
FIAT
$42.9M
| – | – |
-162,207
|
|
||
|
PMBS
290
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
$882M
| – | – |
-12,363
|
|